Security
How Workup handles your documents
Client documents — financial statements, tax returns, bank statements, contracts — are the most sensitive material in any acquisition. Here is exactly what happens to them.
Encrypted in transit and at rest.
Documents are transmitted over TLS and stored encrypted. Access is limited to the reviewer of record on your engagement.
Never used to train AI models.
Workup processes documents through enterprise API services under agreements that prohibit training on customer data. Your documents inform your workup and nothing else.
Retained only as long as the engagement requires.
Document packages are retained for 90 days after report delivery to support lender and counterparty questions, then deleted. You may request earlier deletion at any time; we confirm deletion in writing.
Insured.
Workup carries professional liability (errors & omissions) coverage that affirmatively covers AI-assisted analysis, and cyber liability coverage. Certificates of insurance are available to lenders and clients on request.
Independent.
Workup does not broker transactions, take success fees, hold client funds, or provide investment or legal advice. Our only interest in your deal is getting the numbers right.
Questions about data handling: gray@getworkup.ai.